Wealth & advisory
RIA. Advisory intelligence.
RIA assists investment advisors and clients with portfolio reviews and compliance.
🤫
Active · Sovereign On-Device
What RIA does
One job. Done well.
01RIA Core
Client reviews
Assembles portfolio performance briefs.
02RIA Core
Compliance
Automates regulatory disclosure tracking.
03RIA Core
Direct messaging
Private communication channel with your advisor.
Trust & Sovereignty
Built to the 🤫 standard.
On-Device Execution
Runs directly on your Mac, phone, or garage grid. Your data never leaves without consent.
PCHP Consent Ledger
Every data access produces an immutable cryptographic receipt you can audit anytime.
Zero Cloud Lock-in
Bring your own API keys, your own hardware, and your own subscription.
Loyal to one. You.
RIA is part of your circle, owned by you, wrapped by consent fabric and private ledger.